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Building 2SHORELINE EQUITY PARTNERS, LLC

Map pinNEPTUNE BEACH, FL
Phone904-222-6540
NotebookSEC #801-119168
Total AUM
$815.2M
Employees
23
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 3RD STREET
SUITE 301
NEPTUNE BEACH
FL 32266
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
904-222-6540
Other Offices
1

ReceiptFinancials

Total AUM
$815.2M
Accounts
5
Discretionary
$815.2M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$815.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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